Frontier Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.11M | Buy |
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2022
Q1 | $1.21M | Buy |
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|
2021
Q4 | $1.22M | Sell |
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|
2021
Q3 | $1.15M | Sell |
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|
2021
Q2 | $1.24M | Sell |
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|
2021
Q1 | $1.25M | Buy |
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|
2020
Q4 | $1.01M | Sell |
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|
2020
Q3 | $1.3M | Buy |
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|
2020
Q2 | $1.12M | Sell |
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|
2020
Q1 | $1.01M | Buy |
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|
2019
Q4 | $466K | Sell |
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|
2019
Q3 | $731K | Sell |
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|
2019
Q2 | $774K | Sell |
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|
2019
Q1 | $1.56M | Sell |
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|
2018
Q4 | $1.97M | Buy |
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|
2018
Q3 | $1.72M | Sell |
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|
2018
Q2 | $2.72M | Buy |
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|
2018
Q1 | $2.18M | Buy |
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|
2017
Q4 | $2.07M | Sell |
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|
2017
Q3 | $2.22M | Sell |
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|
2017
Q2 | $5.24M | Buy |
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|
2017
Q1 | $4.99M | Buy |
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|
2016
Q4 | $2.93M | Buy |
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|
2016
Q3 | $2.72M | Sell |
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|
2016
Q2 | $6.12M | Buy |
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|
2016
Q1 | $3.7M | Buy |
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|
2015
Q4 | $3.23M | Sell |
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|
2015
Q3 | $3.25M | Buy |
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|
2015
Q2 | $2.58M | Sell |
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|
2015
Q1 | $2.72M | Buy |
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|
2014
Q4 | $2.1M | Buy |
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